1. Click "Create"

2. Click "Workflow Manager"

3. Click "Add Project" to add a new project

4. A pop up window will appear. Click "Title" field to add the desired title of the project

5. Click "Invite User" and select user from the drop down menu

6. Click "Checklist Title" field to add a title your checklist

• Your checklist can be edited and viewed in the task details

7. Click "Checklist User" to select the user from a list of users

8. Click "Add New" to add another checklist

9. A new checklist option will appear that can be edited like the past option

10. You can delete a checklist by selecting the trash can

11. Click "Submit" to create a project

12. Once the project is created you will get a pop up stating that the project is successfully created

13. Click the project created by you, for example "Episode 1"

14. Click "Add New Board" to add different boards to your work flow

Board: A space where you can organize and track all the steps of your podcast production. It works like a digital whiteboard with columns (like “To Do,” “In Progress,” and “Done”) where you can move tasks around as they move through the workflow. Each board helps you manage episodes, assign team members, and stay on top of deadlines—all in one place.

15. Click "Default Title" to change the title

Note: You can also rename a board by selecting the title name again

16. Click the 3 dots to delete the board

17. Click "+ " in the top right corner of the board or select "+ Add New task" to add a new task to your board

18. The task will appear as an empty text box where you can type the title of the task

19. Click "Submit" to add the task or "Cancel" to delete the task

20. Once you select "Submit" the task will appear in a movable format

21. This task can be dragged from one board to another to show the progressive movement of this task

22. In this movable format, you can adjust the status of the task by selecting the drop-down menu

23. Click the drop-down arrow to access the specifics of the task

• Edit task name: Change the name of the task
• Duplicate task: Replicate the task so you have an exact copy
• Open in a new tab: Open the full, detailed version of the task in a new tab
• Delete task: Delete the task from the board

24. The number by the message icon indicates how many comments are on the task

25. The number by the files icon - the 2 interlocked rings - show how many files are attached to the task

26. Click on the task to add details like Episode number, Members, Due Date, Status, Priority etc.

27. The person icon indicates which team members are assigned to that task

• Hover over the icon to see the name of the team member

28. Click "Episode" to select the relevent episode

29. Click "Member" to see who is assigned to the task and add a new member

• Select a team member from a dropdown menu

30. Click "Due Date" to set the due date for the task

31. Click "Status" to choose status of the task like In progress, In review, Review, and Completed.

32. Click "Priority" to set the urgency of the task to prioritize the most important and urgent items

• Priorities can help more effectively manage time, reduce stress, improve productivity, and focus on deadlines

33. Click "Move Task" to move the task to other board to update the progress of the task

34. Click "Description" to add an explanation to the task. Use the text formatting options to customize the text

• "B" (Bold): Makes your text darker and thicker to stand out.
• "I" (Italic): Slants your text to the right for emphasis.
• "U" (Underline): Adds a line under your text.
• "S" (Strikethrough): Draws a line through your text to show something is crossed out.
• "Insert Image": Adds a picture into your text box.
• "Ordered List": Creates a numbered list (1, 2, 3…).
• "Unordered List": Creates a bulleted list.
• "Link": Turns text into a clickable link that goes to a website.

35. Click "Attach file" to attach a file from PodUp or from your computer

36. A popup will appear allowing you to select a new file or to upload from the device

37. View the comments and changes underneath the "Attach file" button

38. Write your comment in the text box, then select "Comment" to add your comment to the task

• Without selecting "Comment" your comment will not save

39. Click "Checklist" to view all the items on the checklist

• Select the check box to mark the item as completed
  • When the item on the list is marked as complete, the box will be blue, and there will be a line (strikethrough) through the words

40. Click "Files" to show all the files attached to this task

41. Click "Activity" to view all the changes that have been made to the task

• It will show you who made the change and what they did

42. Click the title name to change the title

43. Click "Attach Files" to attach a file to the task

44. A popup will appear allowing you to select a new file or to upload from the device

45. Click "Copy" to copy the task

46. Click "Full Screen" to move this display to a full-screen view so it is the only thing seen

47. Click "X" to get exit out of the detailed view

48. Click "Save" to save any changes that you made

49. Click "List" to see the task in a list view rather than laid out on a board

• This format makes it easier to see the details of the task, like the due date, status, and priority

50. Click "Calender" for viewing tasks in calendar view

• As you assign due dates to tasks, they will appear here so that you can see a layout of what your workload will be
• Completed tasks will still appear on the calendar

51. Click the arrows to navigate between different months

• The left arrow will move you back a month
  • Ex. The current display is the month of June, so if I select the left arrow, the month of May will be displayed
• The right arrow will move you forward a month
  • Ex. The current display is the month of June, so if I select the left arrow, the month of July will be displayed

52. Click "Today" to jump back to today in the calender

53. Click "Checklist" to add to the checklist

54. Add a "Checklist Title" and a "Checklist User" to have a new step in your project which allows you to make sure nothing gets missed in accomplishing your task

• Your checklist can be edited and viewed in the task details

55. A popup will appear telling you that the checklist has been updated

56. Click "Filter" to filter the options being displayed on the calendar. With each filter, you can apply specific requirements

• Select Priority: Filter by priorities by selecting Low, Medium, High, or Urgent
• Select Due date: Filter by dates before today, today, tomorrow, this week, next week, and next 14 days
• Select Created By: Filter by the user who created the task
• Select Assigned to: Filter by the team member who is assigned to accomplish a task
• Status: Filter by the current status of the task - Draft, In progress, In review, Review, Completed

57. The dropdown menu next to the episode name will allow you to duplicate or archive the project

58. Click the arrow by the episode title to go back to the Workflow Manager main page

59. Click "Edit" to change the name of the project

60. Click the "Title" field to change the name of the title

61. Click "Submit" to save the new name or "Close" to delete the draft

62. A message will appear to let you know that it was successful. Click "OK" to dismiss the popup

63. Click the 3 dots for a more detailed view

64. Click "Invite" to invite team members to join the project

65. Click "Invite User" to select form a drop down list of your current users

• If the user you are wanting to add to the project isn't there, select "Invite new user" found at the bottom of the drop down menu

66. Click the "Email" field to add the email of the new user to invite them to join the poject

67. Click "Go back" to return to the previous page without inviting a new user

68. Click "Invite" to send the email to the email you provided

Click "Close" to close the popup entirely

69. A message will appear to let you know that you successfully invited the user. Click "OK" to dismiss the popup

70. Click "Steps" to add a new step to your project checklist

71. Add a "Checklist Title" and a "Checklist User" to have a new step in your project which allows you to make sure nothing gets missed in accomplishing your task

• Your checklist can be edited and viewed in the task details
• Click "Submit to save the task

72. A message will appear to let you know that you successfully added to the checklist. Click "OK" to dismiss the pop-up

73. Click "Archive" to completely delete the project